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Portfolio (Quarterly) Guide ↗

EXENCIAL WEALTH ADVISORS, LLC

· CIK 0001576151
13F Portfolio $3.2B AUM 568 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 60 New 220 Added 217 Reduced 44 Exited
Page 8 of 11  ·  220 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 GIS GENERAL MILLS INC Consumer Defensive 19,549.0 $728K 0.02% +379.0 +2.0% $37.22 -10.7%
142 WMS ADVANCED DRAIN SYS INC DEL Industrials 5,134.0 $704K 0.02% +2K +59.5% $137.12 -0.2%
143 MS MORGAN STANLEY Financial Services 4,171.0 $686K 0.02% +109.0 +2.7% $164.55 +21.8%
144 CGXU CAPITAL GROUP INTL FOCUS EQT 23,185.0 $684K 0.02% +3K +13.1% $29.49 +17.0%
145 SLV ISHARES SILVER TR Financial Services 9,869.0 $672K 0.02% +1K +15.8% $68.14 +0.8%
146 LMT LOCKHEED MARTIN CORP Industrials 1,109.0 $670K 0.02% +209.0 +23.2% $604.17 -11.7%
147 SDY SPDR SERIES TRUST 4,591.0 $670K 0.02% +3K +202.4% $145.94 +2.9%
148 CGDG CAPITAL GROUP DIVIDEND GROWE 18,489.0 $664K 0.02% +4K +24.6% $35.90 +4.6%
149 DFSE DIMENSIONAL ETF TRUST 15,526.0 $658K 0.02% +2K +12.3% $42.37 +17.3%
150 CGGO CAPITAL GROUP GBL GROWTH EQT 19,080.0 $637K 0.02% +3K +15.5% $33.37 +21.3%
151 MBB ISHARES TR 6,514.0 $619K 0.02% +280.0 +4.5% $94.95 -0.7%
152 CGCB CAPITAL GRP FIXED INCM ETF T 23,316.0 $612K 0.02% +3K +15.7% $26.26 -0.4%
153 LIN LINDE PLC Basic Materials 1,183.0 $586K 0.02% +32.0 +2.8% $495.68 +4.1%
154 GM GENERAL MTRS CO Consumer Cyclical 7,835.0 $584K 0.02% +510.0 +7.0% $74.50 +6.7%
155 HACK AMPLIFY ETF TR 7,674.0 $576K 0.02% +211.0 +2.8% $75.09 +27.3%
156 STZ CONSTELLATION BRANDS INC Consumer Defensive 3,759.0 $564K 0.02% +222.0 +6.3% $150.00 -2.5%
157 WAT WATERS CORP Healthcare 1,883.0 $561K 0.02% +202.0 +12.0% $297.83 +14.7%
158 JBHT HUNT J B TRANS SVCS INC Industrials 2,598.0 $551K 0.02% +24.0 +0.9% $211.90 +26.2%
159 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 7,430.0 $549K 0.02% +162.0 +2.2% $73.90 +2.0%
160 DFNM DIMENSIONAL ETF TRUST 11,354.0 $544K 0.02% +669.0 +6.3% $47.93 +0.2%
Page 8 of 11  ·  220 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.7%
Financial Services 15.1%
Healthcare 13.9%
Industrials 11.0%
Communication Services 8.8%
Energy 7.3%
Consumer Cyclical 6.2%
Consumer Defensive 2.8%
Utilities 1.9%
Basic Materials 1.7%